Creating Contacts from Vendors

If you have already set up a number of vendors in the program, you can create contacts on the basis of the existing vendor data.

In order to create contacts from vendors, you must specify a business relation code for vendors in the Marketing Setup window.

To Create Contacts from Vendors:

  1. Open the Create Conts. from Vendors window.

  2. On the Vendor tab, set filters if you want to create contacts from specific vendors only.

  3. Click OK to start creating contacts.

    The program assigns the next contact numbers in the number series to the new contacts.

    The program assigns the business relation for vendors specified in the Relationship Management Setup window to the newly created contacts.

Related Topics

The Create Contacts from Vendors Batch Job

Searching for Duplicates Manually

Assigning Business Relations

 



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